Sudan: China’s Original Foothold in Africa
June 14th, 2017
Via The Diplomat, an interesting look at China’s relationship with Sudan: China’s legacy in Sudan is immediately visible in downtown Khartoum. Near where the Blue and White Nile join to form the world’s longest river sits the People’s Friendship Cooperation Hall, a gift from China to the People’s Republic to Sudan that dates to 1976. […]
Read more »Pakistan: The Next Asian Tiger?
June 3rd, 2017
Courtesy of The Diplomat, an article on Pakistan’s new “emerging market” status: Pakistan is on track. Against the backdrop of its long fight against terrorism over the past 15 years, Pakistan has achieved an economic milestone — gaining the status of an “emerging market” in MSCI’s latest review. MSCI will add Pakistan to the Emerging Market […]
Read more »The Ten Fastest Growing Economies Are All Emerging Markets
June 2nd, 2017
Via ValueWalk, commentary on frontier market “myths”: Although frontier markets are a small subset of the emerging market universe, we think they represent an important constituency that offer some compelling potential opportunities. Here, I’ve invited my colleague Carlos Hardenberg, senior vice president and director of frontier markets strategies at Templeton Emerging Markets Group, to outline […]
Read more »Vulture Capitalists Become Venture Capitalists Thanks To One Belt One Road And TPP
May 31st, 2017
Via Eurasia Review, an article on the growing opportunity for private equity and venture capital firms to move into financing spaces previously occupied by the US Government: In the first few months of the Trump Administration, the United States pulled out of the Trans Pacific Partnership (TPP) and unveiled their new ‘skinny’ budget, slashing the […]
Read more »China Takes A 49% Cut Of Khorgos Gateway, A Major Overland Silk Road Port
May 26th, 2017
Via Forbes, a report on China’s purchase of 29% of the Khorgos Gateway: It’s now official: China’s COSCO Shipping and the Port of Lianyungang have signed on to take a 49% cut of Kazakhstan’s epic Khorgos Gateway dry port. The deal was signed at the Belt and Road summit in Beijing on May 15th for […]
Read more »Pakistan’s View On CPEC ‘Master Plan’
May 22nd, 2017
Via Dawn, a detailed look at Pakistan’s perspective on OBOR: The floodgates are about to open. Prime Minister Nawaz Sharif arrived in Beijing over the weekend to participate in the One Belt, One Road summit, and the top item on his agenda is to finalise the Long Term Plan (LTP) for the China-Pakistan Economic Corridor. [See next […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.